Ashleigh Swayze

@Code Waechter Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$114.592M

Total holdings101

Assets growth rate9.19%

Assets growth rate (2-Q avg)4.6%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Code Waechter Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Code Waechter Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 114.592M in assets, with a quarterly growth rate of 9.19% and a 2-quarter average growth rate of 4.6%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity Exited	0%	$316,000 333 shares@ $948.95 avg price	Exited
CMCSAComcast Corp New Recent Activity Exited	0%	$254,000 6,089 shares@ $41.72 avg price	Exited
CBChubb Limited Recent Activity Exited	0%	$245,000 848 shares@ $288.92 avg price	Exited
ULUnilever Plc Recent Activity Exited	0%	$236,000 3,632 shares@ $64.98 avg price	Exited
MMCMarsh & Mclennan Cos Inc Recent Activity Exited	0%	$224,000 1,003 shares@ $223.34 avg price	Exited
SCHESchwab Strategic Tr Recent Activity Exited	0%	$216,000 7,386 shares@ $29.25 avg price	Exited
XOMExxon Mobil Corp Recent Activity Exited	0%	$209,000 1,785 shares@ $117.09 avg price	Exited
ESSEssex Ppty Tr Inc Recent Activity Exited	0%	$207,000 700 shares@ $295.72 avg price	Exited
CHRWC H Robinson Worldwide Inc Recent Activity Exited	0%	$200,000 1,813 shares@ $110.32 avg price	Exited